CIK 1772031
LAKE STREET PRIVATE WEALTH, LLC
Institutional 13F holdings & portfolio
Holdings
278
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 101–150 of 278
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MUST | COLUMBIA ETF TR I | 67K | $1M+ | SH |
| CSCO | CISCO SYS INC | 17K | $1M+ | SH |
| QUAL | ISHARES TR | 6K | $1M+ | SH |
| HON | HONEYWELL INTL INC | 7K | $1M+ | SH |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | 66K | $1M+ | SH |
| MPW | MEDICAL PPTYS TRUST INC | 253K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 23K | $1M+ | SH |
| VXF | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| COWZ | PACER FDS TR | 20K | $1M+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 4K | $1M+ | SH |
| JAVA | J P MORGAN EXCHANGE TRADED F | 16K | $1M+ | SH |
| VIOO | VANGUARD ADMIRAL FDS INC | 10K | $1M+ | SH |
| BLK | BLACKROCK INC | 1K | $1M+ | SH |
| JBND | J P MORGAN EXCHANGE TRADED F | 20K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 9K | $1M+ | SH |
| BA | BOEING CO | 5K | $1M+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 21K | $1M+ | SH |
| ICOW | PACER FDS TR | 25K | $500K+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 15K | $500K+ | SH |
| VGT | VANGUARD WORLD FD | 1K | $500K+ | SH |
| ITA | ISHARES TR | 4K | $500K+ | SH |
| CALF | PACER FDS TR | 20K | $500K+ | SH |
| FXH | FIRST TR EXCHANGE TRADED FD | 8K | $500K+ | SH |
| SHOP | SHOPIFY INC | 5K | $500K+ | SH |
| TER | TERADYNE INC | 5K | $500K+ | SH |
| DE | DEERE & CO | 2K | $500K+ | SH |
| JGLO | J P MORGAN EXCHANGE TRADED F | 13K | $500K+ | SH |
| SDY | SPDR SERIES TRUST | 6K | $500K+ | SH |
| MMM | 3M CO | 5K | $500K+ | SH |
| TJX | TJX COS INC NEW | 5K | $500K+ | SH |
| XLRE | SELECT SECTOR SPDR TR | 21K | $500K+ | SH |
| INTC | INTEL CORP | 22K | $500K+ | SH |
| VBR | VANGUARD INDEX FDS | 4K | $500K+ | SH |
| GBCI | GLACIER BANCORP INC NEW | 18K | $500K+ | SH |
| HGER | HARBOR ETF TRUST | 31K | $500K+ | SH |
| JCPB | J P MORGAN EXCHANGE TRADED F | 16K | $500K+ | SH |
| FBT | FIRST TR EXCHANGE-TRADED FD | 4K | $500K+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 1 | $500K+ | SH |
| VTWO | VANGUARD SCOTTSDALE FDS | 8K | $500K+ | SH |
| PCMM | BONDBLOXX ETF TRUST | 15K | $500K+ | SH |
| PG | PROCTER AND GAMBLE CO | 5K | $500K+ | SH |
| CMDY | ISHARES U S ETF TR | 15K | $500K+ | SH |
| FTLS | FIRST TR EXCH TRADED FD III | 10K | $500K+ | SH |
| XLV | SELECT SECTOR SPDR TR | 5K | $500K+ | SH |
| OHI | OMEGA HEALTHCARE INVS INC | 16K | $500K+ | SH |
| KO | COCA COLA CO | 10K | $500K+ | SH |
| ET | ENERGY TRANSFER L P | 41K | $500K+ | SH |
| RDVY | FIRST TR EXCHANGE TRADED FD | 9K | $500K+ | SH |
| ARM | ARM HOLDINGS PLC | 6K | $500K+ | SH |
| WMB | WILLIAMS COS INC | 11K | $500K+ | SH |